Great Valley Advisor Group’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Buy |
+3,070
| New | +$595K | 0.01% | 566 |
|
|
2025
Q1 | – | Sell |
-2,627
| Closed | -$362K | – | 912 |
|
|
2024
Q4 | $362K | Buy |
2,627
+297
| +13% | +$40.9K | 0.01% | 651 |
|
|
2024
Q3 | $276K | Buy |
+2,330
| New | +$276K | 0.01% | 708 |
|
|
2022
Q2 | – | Sell |
-9,824
| Closed | -$228K | – | 726 |
|
|
2022
Q1 | $228K | Sell |
9,824
-871
| -8% | -$20.2K | 0.01% | 539 |
|
|
2021
Q4 | $244K | Sell |
10,695
-1,767
| -14% | -$40.3K | 0.02% | 536 |
|
|
2021
Q3 | $213K | Buy |
+12,462
| New | +$213K | 0.01% | 540 |
|